-66.1%
MIST price history and return analytics
+11.9%
-77.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | +0.3% |
| 7D | -5.5% | +2.9% | -8.4% | -11.6% |
| 30D | -14.5% | -2.5% | -12.0% | -8.8% |
| 3M | -41.8% | -3.3% | -38.4% | -36.5% |
| 6M | -65.5% | +1.5% | -67.1% | -66.7% |
| YTD | -67.6% | +11.4% | -78.9% | -75.1% |
| 1Y | -66.1% | +11.9% | -78.0% | -73.7% |
| All | -66.1% | +11.9% | -77.9% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling